Form 990 for tax year 2023
Filed by ALAMEDA COUNTY BAR ASSOCIATION.
Totals
- Total revenue
- $9,408,434
- Total expenses
- $9,505,835
- Contributions and grants received
- $1,776,200
- Grants paid
- $0
- Program service revenue
- $7,506,437
- Investment income
- $87,580
- Other revenue
- $38,217
- Total assets, end of year
- $4,329,977
- Total liabilities, end of year
- $3,642,741
- Net assets or fund balances, end of year
- $687,236
- Program services expenses (Part IX)
- $8,869,624
- Management and general expenses
- $517,084
- Fundraising expenses
- $119,127
- Program service expenses (Part III)
- $8,869,624
Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$502,717
-
1c · Fundraising events
$16,090
-
1e · Government grants (contributions)
$1,257,393
-
2a · Program service revenue: CAAP Attorney Fees
total $6,877,905 · related or exempt $6,877,905
-
2b · Program service revenue: Legal referral &education
total $319,998 · related or exempt $319,998
-
2c · Program service revenue: Member & program events
total $49,264 · related or exempt $49,264
-
2d · Program service revenue: Symposium
total $259,270 · related or exempt $259,270
-
3 · Investment income
total $87,580 · excluded $87,580
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$28,280
-
8a · Fundraising events: contributions included on line 1c
$16,090
-
8b · Fundraising events: direct expenses
$30,756
-
8c · Net income from fundraising events
total -$2,476 · excluded -$2,476
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other
total $7,998 · excluded $7,998
-
11b · Other revenue: Publication advertising
total $32,695 · unrelated business $32,695
-
11e · Other revenue, total
$40,693
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $182,033 · program services $182,033
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,180,297 · program services $919,022 · management and general $185,421 · fundraising $75,854
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $120,332 · program services $75,078 · management and general $32,116 · fundraising $13,138
-
10 · Payroll taxes
total $121,772 · program services $98,128 · management and general $16,780 · fundraising $6,864
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $6,877,897 · program services $6,877,897
-
11c · Fees: accounting
total $87,944 · management and general $87,944
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $255,953 · program services $233,867 · management and general $17,869 · fundraising $4,217
-
12 · Advertising and promotion
total $6,199 · program services $250 · fundraising $5,949
-
13 · Office expenses
total $83,113 · program services $54,870 · management and general $24,099 · fundraising $4,144
-
14 · Information technology
total $179,210 · program services $134,181 · management and general $36,068 · fundraising $8,961
-
15 · Royalties
total $0
-
16 · Occupancy
total $190,698 · program services $116,249 · management and general $74,449
-
17 · Travel
total $3,354 · program services $2,605 · management and general $749
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $20,946 · program services $13,581 · management and general $7,365
-
20 · Interest
total $7,329 · management and general $7,329
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $71,022 · program services $54,661 · management and general $16,361
-
24a · Other expenses: Sections and event expenses
total $54,728 · program services $54,728
-
24b · Other expenses: Symposium
total $33,098 · program services $33,098
-
24c · Other expenses: Other expenses
total $29,910 · program services $19,376 · management and general $10,534
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,431,915 · end of year $357,749
-
2 · Savings and temporary cash investments
end of year $1,571,860
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $926,673 · end of year $1,073,986
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $44,162 · end of year $29,057
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,113,972 · end of year $920,044
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $534,129 · end of year $377,281
-
17 · Accounts payable and accrued expenses
beginning of year $328,346 · end of year $304,676
-
19 · Deferred revenue
beginning of year $1,018,889 · end of year $1,677,643
-
23 · Secured mortgages and notes payable
beginning of year $267,039 · end of year $262,713
-
25 · Other liabilities
beginning of year $1,651,940 · end of year $1,397,709
-
27 · Net assets without donor restrictions
beginning of year $784,637 · end of year $687,236
Mission and programs · 2023
Mission
To promote excellence in the legal profession and to facilitate equal access to justice.
Activities or mission (Part I)
The primary programs provided by ACBA include: Lawyer Referral Service, Criminal Court Appointed Attorneys Program (CAAP) and Mandatory Continuing Legal Education.
-
Court Appointed Attorney Program (CAAP): We provided criminal defense representation to Alameda County defendants with whom the Public Defender had a conflict.In 2023 we placed about 2,500 new cases with about 60 attorneys on our panel, who together put in roughly tens of thousands of hours defending the indigent.Our social worker program for juvenile defendants also continues to flourish.Two years ago, we launched a social worker program to help connect attorneys representing adults with social workers and that program is thriving. We are connecting the adults our attorneys represent with more social workers than ever before.
Expenses $7,854,837 · Revenue $6,877,905
-
Membership & Other Programs:In 2023 we had 1,300 members, and we provided those members with about 126 Mandatory Continuing Legal Education programs. In addition, we carried out a variety of other programs including community projects and a forum for legal service providers to share knowledge and expertise and help improve the delivery of legal services in Alameda County.
Expenses $541,276 · Revenue $326,832
-
Lawyer Referral Service (LRS):In 2023, our Lawyer Referral Service referred 1,376 clients to 81 attorneys on our panel. Callers not placed generally were given other community resources and referrals. The LRS also conducted intake for the free clinics run by the related organization, Legal Access Alameda.
Expenses $303,842 · Revenue $195,639
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andrea Zambrana
CAAP Director
- Total calculated
- $165,069
- From this org
- $164,955
- From related orgs
- $0
- Other
- $114
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $164,955
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $114
- Filer's total
- $165,069
-
Tiela Chalmers
CEO
- Total calculated
- $155,239
- From this org
- $148,699
- From related orgs
- $0
- Other
- $6,540
- Hours/week
- 29.4
Schedule J breakdown matched by us
- Base
- $148,699
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $6,540
- Filer's total
- $155,239
-
Zachary Lazarus
Man. Social Worker
- Total calculated
- $120,715
- From this org
- $115,033
- From related orgs
- $0
- Other
- $5,682
- Hours/week
- 35
-
Hadassah Hayashi
CEO
- Total calculated
- $119,993
- From this org
- $118,875
- From related orgs
- $0
- Other
- $1,118
- Hours/week
- 35
-
Emma Germer
Sen. Social Worker
- Total calculated
- $107,486
- From this org
- $100,328
- From related orgs
- $0
- Other
- $7,158
- Hours/week
- 35
-
Alice Cheng
President
- Total calculated
- $0
- Hours/week
- 5
-
Megan Burns
Treasurer/Sec
- Total calculated
- $0
- Hours/week
- 5
-
Jo-Anna Nieves
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Pamela Ross
Past President
- Total calculated
- $0
- Hours/week
- 2
-
Maria Bee
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Mahal Montoya Billingsley
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Mario Choi
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Aimee Hamoy
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Maria Lampasona
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Mario Moya
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Spojmie Nasiri
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Byron Toma
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Jason Leong
Board Member
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433109349303683
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